Comprehensive Financial Planning’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Comprehensive Financial Planning’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.6K	Buy	214 +1	+0.5%	+$248	0.04%	160
2025 Q4	$53.6K	Hold	213	–	–	0.04%	160
2025 Q3	$51.9K	Buy	213 +1	+0.5%	+$234	0.04%	162
2025 Q2	$47.7K	Hold	212	–	–	0.04%	155
2025 Q1	$42.7K	Buy	212 +1	+0.5%	+$213	0.04%	146
2024 Q4	$45K	Buy	+211	New	+$44.9K	0.04%	160

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Comprehensive Financial Planning's MGC Position: Q1 2026 in Review

Comprehensive Financial Planning increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.47% in Q1 2026, buying an estimated $248 and bringing the position to 214 shares worth $50.6K. The position accounts for 0.04% of the portfolio, ranked #160.

Comprehensive Financial Planning first reported a position in MGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.6K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Comprehensive Financial Planning held 214 shares of Vanguard Mega Cap 300 Index ETF worth $50.6K as of Q1 2026.
Comprehensive Financial Planning bought 1 Vanguard Mega Cap 300 Index ETF share in Q1 2026, an estimated $248.
Vanguard Mega Cap 300 Index ETF made up 0.04% of Comprehensive Financial Planning's portfolio in Q1 2026, its #160 holding.
Comprehensive Financial Planning first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's Vanguard Mega Cap 300 Index ETF position peaked at $53.6K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.